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| | Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ... |
| | | The Reserve Bank of Australia (RBA) has decided to leave interest rates unchanged at 4.1%, however, it flagged that inflation remains too high. During governor Philip Lowe's last monetary policy meeting, the RBA said its reason for holding rates ... |
| | | ... Lumiant's US chief executive Blake Wood and co-founder Chris Dadej are now co-chief executives as Burridge vacates the top job. The financial advice and client engagement platform launched three years ago and has recently brought in backers from the ... |
| | | ... New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales manager of platform solutions, where he worked with ... |
| | | ... she concluded. Earlier in the year, NZ Super Fund chief executive Matt Whineray announced he would step down from the top job after 15 years. The fund advised Whineray would work alongside the board to lead several programs. The programs aim to set the ... |
| | | ... this month. "Our view is that everyone has a need for insurance. You never know what's around the corner, so it's our job to provide the right recommendations based on the client's unique circumstances," Thackeray said. "We work in a small ... |
| | | ... a collection of views. There will be differing opinions on many of the inputs for valuation analysis," Patrick said. "Our job is to be close to management, ensuring that discipline is built into the forecasting that informs inputs to the valuation, and ... |
| | | ... part, Murphy said he is keen to build "an innovative" research ratings business and had often talked about doing a better job with Lioutas. "Now we have the chance to act on that belief and put it into practice for both our existing and prospective clients," ... |
| | | Platinum Asset Management chief executive Andrew Clifford has announced he will vacate the top job but remain as co-chief investment officer. The board confirmed it will shortly commence the hunt for Platinum's next chief and said Clifford will ... |
| | | ... The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created role ... |
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